19,764 Shares in Samsara Inc. $IOT Acquired by Plato Investment Management Ltd

Posted by Brenda Bartman on Aug 19th, 2026

Plato Investment Management Ltd purchased a new stake in Samsara Inc. (NYSE:IOT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 19,764 shares of the company’s stock, valued at approximately $637,000.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC acquired a new position in Samsara during the 4th quarter worth approximately $13,464,000. Royal Bank of Canada raised its holdings in shares of Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after purchasing an additional 17,088 shares in the last quarter. Empowered Funds LLC lifted its position in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares during the last quarter. Finally, Marshall Wace LLP grew its stake in shares of Samsara by 142.4% during the second quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock worth $2,739,000 after purchasing an additional 40,450 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Stock Up 1.6%

IOT opened at $39.61 on Wednesday. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47. The business’s 50 day moving average is $35.71 and its two-hundred day moving average is $32.07. The firm has a market cap of $23.08 billion, a price-to-earnings ratio of 396.15, a price-to-earnings-growth ratio of 8.93 and a beta of 1.34.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The company’s revenue was up 30.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities analysts expect that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Analyst Ratings Changes

IOT has been the subject of a number of recent analyst reports. Wells Fargo & Company lifted their price target on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a report on Friday, June 5th. Guggenheim began coverage on Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 target price on the stock. Weiss Ratings upgraded Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, August 11th. TD Cowen reaffirmed a “buy” rating and issued a $45.00 price target on shares of Samsara in a report on Thursday, June 25th. Finally, Piper Sandler lowered shares of Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 price target on the stock. in a research note on Sunday, August 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $45.78.

Get Our Latest Stock Report on Samsara

Insider Buying and Selling at Samsara

In related news, insider Dominic Phillips sold 11,710 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $37.62, for a total transaction of $440,530.20. Following the completion of the sale, the insider owned 836,100 shares in the company, valued at $31,454,082. This represents a 1.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 57,267 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $37.89, for a total transaction of $2,169,846.63. Following the transaction, the insider directly owned 1,342,795 shares in the company, valued at $50,878,502.55. The trade was a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,471,294 shares of company stock worth $154,055,223 in the last quarter. 35.13% of the stock is currently owned by company insiders.

Samsara Profile

(Free Report)

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.